See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,420 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,913 |
TDM RETIREMENT SERVICES, LLC3 years Service code 13 · EIN 26-0682871 | Contract Administrator | $5,736 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,328 | $65,435-65.9% | $86,677-74.2% | $66,914-66.6% |
| Participation rate | 69.9% | 75.5%-5.6pp | 76.6%-6.7pp | 69.8%0pp |
| Annual return | -18.52% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,567 | $2,153-27.2% | $2,836-44.7% | $2,544-38.4% |
| Participant deferral / active EE | $3,019 | $4,100-26.4% | $4,656-35.2% | $4,237-28.7% |
| Admin fee / account holder | $323 | $642-49.7% | $7,493-95.7% | $593-45.6% |